AMD has surged 156% this year as AI contracts rolled in, but one unproven product cycle could either justify a run past $689 or expose just how much faith is already baked…
Goldman Sachs prime brokerage data shows hedge funds leaning bearish at levels rarely seen in five years, yet those same funds are bleeding money daily while a Fed decision and two megacap…
CoreWeave sits on a backlog that rivals the GDP of a small nation, yet shares just cratered to near their 52-week low. Whether that gap represents the buying opportunity of the AI…
Pre-Market Stock Futures: Futures are trading lower as we get to wrap up a busy week, and what a week it has been. After a solid mid-week rally on Wednesday that had…
AMD has booked gigawatts of AI accelerator commitments and posted a 50% revenue jump, yet the stock shed nearly 19% in a single month. Whether the next earnings report confirms a historic…
AI stocks cracked on Thursday and spooked investors sent billions pouring into Treasuries, but the bond rally now faces a Fed meeting, a fresh inflation report, and December rate hike odds that…
A larger AI spending outlook from Meta Platforms (NASDAQ:META | META Price Prediction) has raised the question of how the expansion gets financed, and the power-equipment suppliers counting on those orders are…
Every quarter, IBM (NYSE: IBM) | IBM Price Prediction CEO Arvind Krishna says IBM is doing great. Every quarter, investors are reminded that what was the greatest American tech company for decades…
Meta's board just approved a new class of non-voting stock, and the structure reveals something unusual about how Mark Zuckerberg plans to cash in shares while keeping an iron grip on the…
Omor Ibne Ehsan Elon Musk has raised the idea of competing with the world’s largest online retailer. A user said that Amazon (NASDAQ:AMZN | AMZN Price Prediction) was blocking Grok bots from placing orders. The…
Meta is pouring over a hundred billion dollars into centralized data centers while Apple bets your iPhone and Mac can do the heavy lifting instead. One of these companies will look very…
Alphabet's cloud business just posted growth that would make most tech companies blush, yet the stock sits well below its recent highs. Whether that gap represents a value opportunity or a warning…
Zuckerberg told investors Threads has overtaken X in monthly users, but Meta published no number to back it up, and the company's own financials show no benefit from the lead yet.
A New Mexico judge just handed Meta a penalty that dwarfs the FTC's landmark 2019 fine, and the ruling names Zuckerberg and Sandberg personally while targeting conduct the judge called central to…
Omor Ibne Ehsan For the first time since going public, Meta's AI spending outpaced every dollar it generated from operations, and the company still has no number for what comes next year.
